Life Event Advice - Trilogy Financial

Budgeting Advice Life Event Advice Life Planning Advice

Inflation-Proof Your Finances: 7 Expert Tips from a Financial Advisor

May 22, 2023

As the cost of living rises, households worldwide feel the squeeze. Inflation impacts everything from groceries to housing to healthcare, and families struggle to make ends meet as they stretch their budgets to the limit. Recent statistics show the inflation rate in the United States has risen to its highest level in over four decades. The Consumer Price Index (CPI) has increased by 7% over the past year alone. Inflation ... Read more
Life Event Advice Life Planning Advice Retirement Planning Advice

Useful Tips to Optimize Your Retirement Planning

May 16, 2023

Planning for retirement amid changing market dynamics can be stressful, especially as retirement age approaches. Fortunately, there are a myriad of ways to prepare for it, even if you plan to retire early. OPTIMIZE YOUR RETIREMENT INCOME One of our top tips is to optimize your retirement income by setting yourself up with a diversified portfolio that offers a solid return. If you are in your twenties, there is a ... Read more
Life Event Advice Life Insurance Advice Long-Term Care Planning Advice

The Role of Insurance in Financial Planning

By Trilogy Financial

March 28, 2023

Financial planning involves thoughtfully outlining objectives and setting goals in your Life Plan. With anything, the possibility of running into obstacles, options, and challenges throughout your financial journey is unavoidable. That’s why it is important to implement some sort of checks and balances to mitigate these challenges. Insurance is one of the best ways to account for unforeseen conditions and events in your financial plan. The thought of utilizing insurance ... Read more
Estate Planning Advice Family & Relationships Advice Life Event Advice Life Planning Advice

Key Questions to Discuss with Your Estate Planner

March 8, 2023

Estate planning is an essential step to help protect the wealth that you've spent your life building. Meeting with an estate planner will help to create a comprehensive plan that will allow your assets to effectively pass to your assigned beneficiaries. Creating this initial plan can feel overwhelming, and we are here to help you prepare. Here are five important questions you can expect to discuss with your estate advisor ... Read more
Estate Planning Advice Life Event Advice Life Planning Advice Retirement Planning Advice

How A Fiduciary Can Help You Through Financial Planning

By Trilogy Financial

June 20, 2022

Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, performing at work and enjoying time with loved ones. Despite working hard to try to strike a perfect balance, financial planning, saving and investing can be tedious and time consuming, and maybe even daunting. This is where a fiduciary comes in. ________ What Is a Fiduciary? The term fiduciary is ... Read more
Investments Advice Life Event Advice Life Planning Advice

Financial Advisory and a Service-Centered Approach

April 18, 2022

Financial advisory firms have historically endured a bad reputation – either because they were too expensive, or they only helped people with lots of money to invest, or they were trying to sell clients a product or plan that didn’t align with the heart of their goals and situation. Too many Americans don’t think they can afford a Financial Advisor and planning services. Too many of them avoid partnering with ... Read more
Life Event Advice

Tax Refund Scams

By June Adams

January 31, 2022

Tax-related fraud and identity theft have continued to grow, with millions of people becoming targets. Scammers need little more than your Social Security number and other general information to file a fraudulent tax return and hijack your tax refund. Taxpayers typically don’t discover the fraud until they attempt to file their own returns, which is why it's essential to file taxes as soon as possible. At the same time, you ... Read more
Investments Advice Life Event Advice Life Planning Advice

The Economy and the Election

By Jeff Motske, CFP®

October 29, 2020

Today, conversations, screens, and ads on how the upcoming election will affect our economy and the American way of life are unavoidable. Naturally, we start to ponder how the outcome might impact our own financial independence. Since market forecasters and economic commentators ever really get it right only part of the time, formulating investment strategy based on “expert” prognostications and financial journalism routinely sets individual investors up for failure. ... Read more
Family & Relationships Advice Life Event Advice

Dealing with Unexpected Death

By Mike Loo, MBA

October 11, 2018

Thinking about your death or that of a loved one can bring up plenty of unpleasant emotions, but having a plan to take care of the details can ease some of the stress in a time of grieving.
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Get Started on Your Financial Life Plan Today

Topic: Life Event Advice

Inflation-Proof Your Finances: 7 Expert Tips from a Financial Advisor

Useful Tips to Optimize Your Retirement Planning

The Role of Insurance in Financial Planning

Key Questions to Discuss with Your Estate Planner

How A Fiduciary Can Help You Through Financial Planning

Financial Advisory and a Service-Centered Approach

Tax Refund Scams

The Economy and the Election

Dealing with Unexpected Death